SPIA
CTXS

Steward Partners Investment Advisory’s Citrix Systems Inc CTXS Stock Holding History

Steward Partners Investment Advisory’s Portfolio CTXS Stock Details CTXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-528
Closed -$55K – 3526
2022
Q3 		$55K Sell
528
-61
-10% -$6.25K ﹤0.01% 1743
2022
Q2 		$57K Sell
589
-8
-1% -$796 ﹤0.01% 1745
2022
Q1 		$60K Sell
597
-541
-48% -$54.7K ﹤0.01% 1833
2021
Q4 		$108K Sell
1,138
-1,351
-54% -$123K ﹤0.01% 1570
2021
Q3 		$267K Sell
2,489
-90
-3% -$9.72K ﹤0.01% 1147
2021
Q2 		$302K Sell
2,579
-445
-15% -$55.4K 0.01% 1181
2021
Q1 		$424K Buy
3,024
+454
+18% +$60.9K 0.01% 946
2020
Q4 		$334K Sell
2,570
-3,963
-61% -$504K 0.01% 877
2020
Q3 		$900K Buy
6,533
+3,913
+149% +$559K 0.02% 514
2020
Q2 		$388K Buy
2,620
+347
+15% +$49.9K 0.01% 698
2020
Q1 		$321K Buy
2,273
+827
+57% +$98.6K 0.01% 663
2019
Q4 		$160K Buy
1,446
+345
+31% +$37.1K ﹤0.01% 952
2019
Q3 		$106K Buy
1,101
+375
+52% +$35.9K ﹤0.01% 1064
2019
Q2 		$71K Buy
+726
New +$71.2K ﹤0.01% 1200
2018
Q4 		– Sell
-255
Closed -$28K – 2362
2018
Q3 		$28K Sell
255
-23
-8% -$2.54K ﹤0.01% 1418
2018
Q2 		$29K Buy
278
+30
+12% +$3.09K ﹤0.01% 1320
2018
Q1 		$23K Sell
248
-25
-9% -$2.3K ﹤0.01% 1287
2017
Q4 		$24K Buy
273
+162
+146% +$13.7K ﹤0.01% 1061
2017
Q3 		$8K Buy
111
+33
+42% +$2.56K ﹤0.01% 1187
2017
Q2 		$6K Sell
78
-165
-68% -$13.7K ﹤0.01% 1195
2017
Q1 		$20K Sell
243
-62
-20% -$4.83K ﹤0.01% 767
2016
Q4 		$21K Buy
+305
New +$21.1K 0.01% 445

Other funds holding CTXS

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Steward Partners Investment Advisory's CTXS Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 528 shares — an estimated $55K sold.

Steward Partners Investment Advisory first reported a position in CTXS in Q4 2016 and held it in 22 quarters. The position peaked at $900K in Q3 2020. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 528 Citrix Systems Inc shares in Q4 2022, an estimated $55K.
  • Steward Partners Investment Advisory first reported a position in Citrix Systems Inc in Q4 2016 and held it in 22 quarters.
  • Steward Partners Investment Advisory's Citrix Systems Inc position peaked at $900K in Q3 2020.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.